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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Darwin Rodkin is a financial advisor with over 16 years of experience in the financial services industry. Nicholas has been registered with LPL Financial LLC since April 2024. Nicholas has previously worked at Lincoln Investment Planning, LLC, Wells Fargo Clearing Services, LLC, TD Ameritrade, Inc., Citigroup Global Markets Inc., and Lincoln Financial Advisors Corporation. Nicholas holds Series 7 and Series 66 licenses and has a SIE license. Nicholas is currently registered in Florida, New York, and Texas. Nicholas specializes in working with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
04/25/2024 - Present
LPL Financial LLC (BOYNTON BEACH FL)
FL
01/16/2019 - 04/25/2024
LINCOLN INVESTMENT (Tallahassee FL)
FL
08/10/2010 - 01/04/2019
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
10/23/2007 - 09/21/2009
TD AMERITRADE, INC. (BOCA RATON FL)
FL
08/22/2007 - 10/25/2007
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
04/20/2007 - 08/07/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (DEERFIELD BEACH FL)
FL
06/12/2006 - 04/13/2007
AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)
BOTH
Issued 06/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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